Rob Arnott on Bubbles, Inflation and Once-in-a-Generation Investment Opportunities
Rob Arnott is founder and Chairman of Research Affiliates, which is the advisor on more than 150 Billion (with a B) dollars’ worth of investment assets. He talks about politics (and the surrender of both parties to fiscal and monetary irresponsibility,) economics (especially monetary economics and inflation, the issue of our time) and investment (including where he is putting his own money.) To hear one of the most sophisticated pioneers in quantitative investment analysis speak candidly and intelligently for 55 minutes as he shares his latest thinking, listen here.
0:00 – Intro
2:00 – The base case of our economic future
6:17 – The future of the Republican party
12:16 – Investing for collapse, how politics affects markets
16:52 – The significance of qualifying for the S&P
24:25 – Trading value and growth
26:46 – Reports of Value’s death have been greatly exaggerated
30:05 – Emerging markets vs. US stock
36:51 – Zero returns on US investment
39:56 – How risky are emerging markets?
43:10 – Why big tech panders to the left
48:12 – Preparing for economic crisis in the US
52:32 - Environmental, Social, and Governance investing
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